/docs/modules/test-drives
Test drives
Book drives from live inventory and log outcomes back to the lead.
Purpose
Test drives connect floor traffic to CRM — which unit, which salesperson, which outcome — so follow-up tasks are grounded in reality.
Setup
- Units must be Active and roadworthy in inventory notes.
- Calendar integration optional but recommended (Calendar).
- Define dealership policy for licence hold and insurance (process outside app).
Daily workflow
- Schedule from lead detail, calendar, or Test drives list.
- Check out — assign unit, start time, driver customer record.
- Return — odometer in/out, damage notes, outcome (hot/warm/cold).
- Auto-create follow-up task for next day if outcome is warm.
- No-show — mark status; release unit hold.
Key fields
| Field | Notes |
|---|---|
| Customer & lead | Traceability |
| VIN / stock | Unit on drive |
| Salesperson | Commission attribution |
| Start / end time | Liability window |
| Outcome | Drives next task |
| Odometer | Optional compliance note |
Permissions
- Sales / BDC — schedule and complete own drives.
- Manager — view all; reassign salesperson.
Canadian notes
- Ontario MVDA requires valid customer identification for test drives — FlashFender stores customer data you enter; verification is desk policy.
- Snow tires / seasonal equipment — note in inventory if relevant to drive safety.